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Adams Diversified Equity Fund

189 hedge funds and large institutions have $516M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.29M
2 +$1.74M
3 +$1.65M
4
B
Bensler
Washington
+$1.5M
5
Wells Fargo
Wells Fargo
California
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$80K
LI
152
LRI Investments
Florida
$66.7K
UB
153
UMB Bank
Missouri
$54.9K
RIL
154
Rothschild Investment LLC
Illinois
$48.3K
IA
155
IFP Advisors
Florida
$44.1K
AIC
156
Archer Investment Corporation
Indiana
$42.1K
WA
157
WPG Advisers
Maryland
$33.5K
FFA
158
Farther Finance Advisors
California
$31.2K
WA
159
Westfuller Advisors
New York
$28.5K
AUB
160
Atlantic Union Bankshares
Virginia
$26.2K
AP
161
Atwood & Palmer
Missouri
$23.6K
MEG
162
Millstone Evans Group
Colorado
$22.2K
AAP
163
Arax Advisory Partners
Colorado
$21.6K
PTC
164
Private Trust Company
Ohio
$17.2K
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$14.8K
BSB
166
Bangor Savings Bank
Maine
$14.1K
SIS
167
Sound Income Strategies
Florida
$13.9K
HWP
168
Highline Wealth Partners
California
$12.3K
MG
169
Mather Group
Illinois
$11.9K
AAG
170
Armstrong Advisory Group
Massachusetts
$11.2K
AssetMark Inc
171
AssetMark Inc
California
$9.72K
LFG
172
Larson Financial Group
Missouri
$7.85K
GWM
173
Geneos Wealth Management
Colorado
$7.78K
HNB
174
Hilltop National Bank
Wyoming
$7.07K
CA
175
CoreCap Advisors
Michigan
$7K